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Customize categories

Your account has 7 standard categories by default. You can add as many new categories as you want and order them according to your preferences. You can also edit or disable a category at any time, as well as set your own OCR forwarding rules.



To customise your exports, go to the web application at

  • Access Settings by clicking at the top right of the screen.


  • In the Company settings menu on the left of the screen, click Expense policy, then Categories.

Order the categories

  • Click, hold, and drag the cell to the location of your choice.


Add a new category

  • Click on Add category.

In the window that opens:

  • Enter the code (spaces not accepted). This is a unique identifier for multi-language management; this data will not be displayed in the web and mobile interfaces, nor in the exports. Once a new category has been created, the code cannot be modified.
  • Choose a language label (English, French or other) available in your account.
  • Select the icon and colour of your choice for the mobile applications.
  • Click on Save


Edit/Disable a category


Place your cursor on the cell of the category in question.

  • Click on the three dots to the right of the line. Then click on the Edit, or Deactivate button.


Be careful, if you disable a standard category, remember to choose its forwarding category, as explained below.

OCR Mapping


In many cases, our OCR extracts a standard category. For example, an invoice is categorised as Travel. If the Travel category is disabled in the account setup, a forward category must be defined.



2-level hierarchy option


More details in our article Categories hierarchy .

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